# Loring, Wolcott & Coolidge Trust, LLC 401(k) Plan
Source: https://planprovider.pro/companies/loring-wolcott-coolidge-trust-llc-401k-plan

> Loring, Wolcott & Coolidge Trust, LLC's 401(k) plan: 95 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Loring, Wolcott & Coolidge Trust, LLC

- **Sponsor EIN:** 273396508

- **Sponsor Address:** 230 CONGRESS STREET, BOSTON, MA, 02110

- **Plan Type:** 401(k)

- **Total Participants:** 95

- **Total Assets:** $42.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|95|$42.0M|$670,445|$1.3M|

| 2023|94|$33.1M|$642,697|$1.3M|

| 2022|92|$25.3M|$614,750|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CROWE LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$525|—|—|—|—|

| 2023|$638|—|—|—|—|

| 2022|$606|—|—|—|—|

## Similar Plans

- [Intuvie Holdings LLC](https://planprovider.pro/companies/care-everywhere-llc-401k-plan) — 112 participants

- [Stoneturn Group, LLP](https://planprovider.pro/companies/stoneturn-group-llp-401k-plan) — 150 participants

- [The Bollard Group, LLC](https://planprovider.pro/companies/the-bollard-group-llc-401k-plan) — 37 participants

- [Insource Services, INC.](https://planprovider.pro/companies/insource-services-inc-401k-plan) — 155 participants

- [The 1911 Trust Company, LLC](https://planprovider.pro/companies/the-1911-trust-company-llc-401k-plan) — 19 participants

- [Sea Green Bookkeeping And Tax Services INC.](https://planprovider.pro/companies/sea-green-bookkeeping-and-tax-services-inc-401k-plan) — 4 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/loring-wolcott-coolidge-trust-llc-401k-plan)

© 2026 PlanProvider.Pro